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VSEIX JPMorgan Small Cap Equity I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Small Cap Equity I MF is 8.57B. The market cap for tickers in the group ranges from 5.73B to 11.57B. BJ holds the highest valuation in this group at 11.57B. The lowest valued company is CWST at 5.73B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Equity I MF was -10%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 32
Price Growth Rating: 51
SMR Rating: 58
Profit Risk Rating: 19
Seasonality Score: 38 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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VSEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VSEIX has been closely correlated with VSCPX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if VSEIX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VSEIX
1D Price
Change %
VSEIX100%
-0.97%
VSCPX - VSEIX
95%
Closely correlated
-1.07%
FSSNX - VSEIX
95%
Closely correlated
-1.40%
FTHFX - VSEIX
94%
Closely correlated
-0.98%
NAESX - VSEIX
70%
Closely correlated
-1.06%
VSMAX - VSEIX
70%
Closely correlated
-1.06%
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